ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,203,831 | -9.1% | 47,470 | -9.3% | 0.10% | -16.0% |
| Q2 2023 | $1,324,162 | -0.1% | 52,359 | -0.5% | 0.12% | -1.7% |
| Q1 2023 | $1,325,466 | -2.2% | 52,619 | -2.8% | 0.12% | -4.0% |
| Q4 2022 | $1,355,622 | -2.4% | 54,160 | -2.7% | 0.13% | -9.4% |
| Q3 2022 | $1,389,000 | -0.1% | 55,653 | +0.4% | 0.14% | +6.9% |
| Q2 2022 | $1,391,000 | – | 55,444 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 5,362,890 | $140,186,000 | 5.03% |
| PFG Private Wealth Management, LLC | 260,079 | $6,798,000 | 4.68% |
| Tillar-Wenstrup Advisors, LLC | 350,819 | $9,170,000 | 4.47% |
| TLWM | 362,678 | $9,473,000 | 3.60% |
| RVW Wealth, LLC | 942,672 | $25,000,000 | 3.26% |
| Paradigm, Strategies in Wealth Management, LLC | 109,452 | $2,861,000 | 2.76% |
| MV CAPITAL MANAGEMENT, INC. | 541,182 | $14,147,000 | 2.58% |
| Cribstone Capital Management, LLC | 146,084 | $3,819,000 | 2.51% |
| Day & Ennis, LLC | 245,382 | $6,414,000 | 2.42% |
| Sound View Wealth Advisors Group, LLC | 364,077 | $9,517,000 | 2.22% |